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Find past articles and follow a company over time.
Latest articles
Companies
Micron's 84% Gross Margin and 7x Stock: Cheap or Cycle Peak?
6 min · 07.01
Nvidia at 22x: The Cheapest Megacap or a Cycle Peak in Disguise?
Companies · 6 min
Micron's Record Quarter: Net Profit Up 14x, 16 Long-Term Contracts Lock In Structural Shift
Companies · 5 min
Double Hit: Not a Crash, But Profit-Taking as Earnings Remain Intact
Markets · 11 min
Palantir: Revenue +85%, Stock –26% — What's Left at 30x Sales?
Companies · 7 min
Reading guide: following companies and using research toolsExpand to exploreCollapse guide
From research to tools
Build reproducible decisions with company research, cycle tracking and quantitative tools.
- 01Free email
A weekly research brief
Start with public work and a complete sample before deciding whether the method fits.
- 02Company research
Read a company's research together
Public articles remain open. Member content is invite-only; see the membership page for access details.
- 03QuantEdge
Test decisions in a portfolio
Transparent scoring, risk and cost assumptions, backtests and an investment journal.
Minto is not a stock-picking or personalized advisory service and makes no return promises.
Independent company research and cycle analysis254 notes · since 2022
Find past articles and follow a company over time. New here? Start with the editor’s picks.
Latest research · 3 newest← swipe →
Companies07.01
Micron's 84% Gross Margin and 7x Stock: Cheap or Cycle Peak?
Micron just reported a quarter whose numbers are almost too wild to be real: quarterly revenue $41.4B, up 346% YoY; consolidated gross margin 84.6%; EPS $24.67 – all records. The stock has 7x’d in a year, market cap above $1 trillion. As the only pure-play memory leader listed in the U.S., it has become the clearest proxy for the AI storage trade.
Read · 6 minRead →
Companies06.29
Nvidia at 22x: The Cheapest Megacap or a Cycle Peak in Disguise?
Revenue still +85%, gross margin 75%, quarterly FCF $48.6B — but it remains a cyclical stock
Read · 6 minRead →
Companies06.25
Micron's Record Quarter: Net Profit Up 14x, 16 Long-Term Contracts Lock In Structural Shift
FQ3-26 revenue of $41.46B and non-GAAP EPS of $25.11 blew past guidance and consensus. Sixteen take-or-pay contracts turned 'storage as a structural asset' from narrative into booked cash flow. After-hours stock rose 13%, nearing all-time highs, while the rest of the AI complex quietly pulled back.
Read · 5 minRead →
More · Featured / Platforms / About
Reading guide: following companies and using research toolsExpand to exploreCollapse guide
FROM RESEARCH TO TOOLS
From a research note to your own conviction.
Read the letter. Follow the company. Put your ideas to the test.
01 / RESEARCH LETTER
First, understand
what changed.
One letter. The changes that matter.
MINTO LETTERILLUSTRATION
Prices changed.
The thesis too?
Return to earnings, orders and valuation. Find out why.
THESIS / EVIDENCE / NEXT SIGNAL
02 / COMPANY RESEARCH
Follow a company.
Understand each turn.
Not a one-off read. A living research file.
COMPANY FILEILLUSTRATION
THE WORKING THESISGrowing demand.
Growing demand.
Can it last?
EVIDENCE TO FOLLOW
Orders → Delivery → Revenue
New evidence. A fresh test of the original thesis.
03 / QUANTEDGE
Your investment thesis.
Does it pass the test?
Include costs and drawdowns in the answer.
STRATEGY / BENCHMARKSIMULATED
Example strategyExample benchmark
Simulated max drawdown−14.5%
Rebalance
No personalized investment advice or return promises. Research structures and backtest data shown here are illustrative, not actual performance.
I— Featured Writing
Things on my mind lately.
An archive of my own investing thinking. Come with questions, leave with disagreements — both welcome.
07.01Companies
Micron's 84% Gross Margin and 7x Stock: Cheap or Cycle Peak?
6 min→
06.24Markets
Double Hit: Not a Crash, But Profit-Taking as Earnings Remain Intact
11 min→
06.18Macro
Warsh's FOMC Debut, KOSPI Breaks 9000, Hang Seng Falls Below 24,000
7 min→
04.29Industries
A $600K Bonus Next Door: Inside Samsung's AI-Fueled Labor War
3 min→
04.12Reading Notes
Three Rulers from Security Analysis: Why a 1934 Book Still Works in 2026
9 min→
04.04Assets
A Three-Layer Asset Structure for Individual Investors
1 min→
Editor's Picks
Research review8/9 · refreshed 2026.10.12
The call is on record. The market settles it.
Measured from the first available close on or after publication. This is price movement, not portfolio performance.
LongNebius
NBIS · 16mo
+320%
$52.60→$221.07
as of 2026.10.09
LongRocket Lab
RKLB · 17mo
+136%
$28.93→$68.21
as of 2026.10.09
LongSK Hynix
000660.KS · 9mo
+92%
₩859,084→₩1,648,000
as of 2026.10.12
LongMicron Technology
MU · 7mo
+132%
$444.02→$1,029.00
as of 2026.10.09
LongSamsung Electronics
005930.KS · 6mo
+24%
₩210,268→₩260,500
as of 2026.10.12
LongNVIDIA
NVDA · 38mo
+391%
$46.69→$229.28
as of 2026.10.09
ShortPinduoduo (Temu)
PDD · 26mo
−19%
$100.00→$81.35
as of 2026.10.09
ShortHims & Hers
HIMS · 17mo
−49%
$61.12→$30.92
as of 2026.10.09
ShortPalantir
PLTR · 14mo
+16%
$179.54→$209.05
as of 2026.10.09
“Long / Short” reflects the public stance at first deep coverage. Price changes use Yahoo Finance adjusted closes from the first available trading day on or after publication; market-data dates may differ. Not investment advice; past performance does not indicate future results.
RESEARCH REVIEW
The call is on record.
The market settles it.
Keep the original call. Keep the outcome, too.
Each record starts at the first available close on or after publication. It observes subsequent price movement, not portfolio performance. Open the article to verify the original call.
9 calls8/9 matched6 long · 3 shortRefreshed
Nebius
NBISLong
Price change+320.3%
- Start price
- $52.60
- As of 2026-10-09
- $221.07
High / low +445% / -16%
Rocket Lab
RKLBLong
Price change+135.8%
- Start price
- $28.93
- As of 2026-10-09
- $68.21
High / low +419% / -12%
SK Hynix
000660.KSLong
Price change+91.8%
- Start price
- ₩859,084
- As of 2026-10-12
- ₩1,648,000
High / low +240% / -6%
Micron Technology
MULong
Price change+131.7%
- Start price
- $444.02
- As of 2026-10-09
- $1,029.00
High / low +173% / -28%
Samsung Electronics
005930.KSLong
Price change+23.9%
- Start price
- ₩210,268
- As of 2026-10-12
- ₩260,500
High / low +72% / -5%
NVIDIA
NVDALong
Price change+391.1%
- Start price
- $46.69
- As of 2026-10-09
- $229.28
High / low +412% / -14%
Pinduoduo (Temu)
PDDShort
Price change−18.7%
- Start price
- $100.00
- As of 2026-10-09
- $81.35
High / low +54% / -27%
Hims & Hers
HIMSShort
Price change−49.4%
- Start price
- $61.12
- As of 2026-10-09
- $30.92
High / low +8% / -76%
Palantir
PLTRShortContrary
Price change+16.4%
- Start price
- $179.54
- As of 2026-10-09
- $209.05
High / low +16% / -40%
★Research review
The call is on record. The market settles it.
Each record starts at the first available close on or after publication. It observes subsequent price movement, not portfolio performance. Open the article to verify the original call.
Calls 0 ·Matched 0/9·Long 6/Short 3·earliest 2023.08·avg 0mo·refreshed 2026.10.12
"Long / Short" reflects the public stance at first deep coverage. Price changes use Yahoo Finance adjusted closes from the first available trading day on or after publication; each card shows its market-data date, refreshed 2026.10.12. This is an independent research log, not investment advice. Past performance does not indicate future results.
Company research, by sector.
Information Technology
NVDANVIDIA
Historical summary · Undated, not a current judgment
Latest article 2026/06「GTC 2026 isn't a keynote — it's the blueprint of physical-world AI infrastructure.」
NVIDIA, 1 / 17
Communication Services
GOOGLAlphabet
Historical summary · Undated, not a current judgment
「Search, advertising, Google Cloud and returns on capital.」
Alphabet, 1 / 4
Consumer Discretionary
AMZNAmazon
Historical summary · Undated, not a current judgment
Latest article 2025/06「AWS holding pace — retail-margin runway is far from exhausted.」
Amazon, 1 / 3
Industrials
RKLBRocket Lab
Historical summary · Undated, not a current judgment
Latest article 2025/12「Heavy launch + orbital dominance — Neutron's first flight is the rerating event.」
Rocket Lab, 1 / 3
Health Care
HIMSHims & Hers
Historical summary · Undated, not a current judgment
Latest article 2025/07「DTC healthcare model proven — the watch is GLP-1 expansion and the NVO standoff.」
Hims & Hers, 1 / 2
Consumer Staples
600519.SHKweichow Moutai
Historical summary · Undated, not a current judgment
「The starting point for baijiu — financial quality is the first principle.」
— Built with my own hands
Tools I built for myself.
Q
QuantEdge
Web AppBeta · invite only
Organize research, test historical assumptions, record your reasoning
4
核心模块
50+
因子库
美股·港股
覆盖市场
ReactRecharts+3
Learn moreF
FinSight
Desktop AppAlpha · closed beta
Desktop financial-statement analyzer · turn 10-Ks into structured data
待验证
隐私边界
PDF · 链接
支持输入
5-10y
对比窗口
ElectronPython+3
Learn moreVII— Built with my own handsTools I built
Tools I built
for myself.
Researching for long enough, I ended up writing a few tools to use myself — quant, filings, notes. If they help you too, give them a try.
— Where to Find Me
One desk, three channels.
II— Where to Find MeOn the platform you prefer,
On the platform you prefer,
let's get rich slowly.
Choose articles or video. See each platform for its available content and publication dates.
— About Me
Minto
Issue 254 · since 2022.07
Value investingLong-termBusiness analysisAsset allocationMacro cyclesIndependent thinking
Independent investing writer — market analysis, essays and asset allocation. Not chasing swings, just what drives long-term returns.
10K+
readers
254+
posts
940K
est. Chinese characters
30+
tickers
Character count is estimated from published Chinese essays’ reading times; image-count entries, translations, models and text inside images are excluded.
VIII— About MeHi, I'm
Issue 254 · since 2022.07
Hi, I'm
Minto.
I'm an independent investing writer, focused on market analysis, investing essays and asset allocation. You'll find my work on Bilibili, YouTube and WeChat.
Investing, to me, is a long practice — not chasing short-term swings, but trying to understand what really drives long-term returns: business models, people, cycles, and valuation.
No insider tips here. No overnight-riches stories. Just a slowly polished archive of thinking — welcome to walk this road together.
Value investingLong-termBusiness analysisAsset allocationMacro cyclesIndependent thinking
Independent · Personal opinion · Educational use only
My Principles
- 01Understand first, buy second. Whatever you don't understand is risk.
- 02Long-term isn't endurance. It's a choice.
- 03The two things that matter most: stay alive, and compound.
readers
0K+
“The reason we keep our restraint.”
0+
years
0+
posts
0K
est. Chinese characters
0+
tickers
Writing density · since the first post
0 posts—
One cell = one week · Mon–Sun
01–23–45–67+
Character count is estimated from published Chinese essays’ reading times; image-count entries, translations, models and text inside images are excluded.
— Let's Work Together
Let's make something worthwhile.
Good content is a two-way pick. Choose a direction and email me — I reply within 48h on weekdays.
What kind of collaboration?
IX— Let's Work TogetherLet's make
Let's make
something worthwhile.
Quality content is a two-way street. If you have an idea that fits the tone here, tell me — I want every collaboration to hold up over time.
@
Business email
mingtaohuang617@gmail.com⌘
Response time
Within 48 hours on weekdays
Sponsorship · Long-term content